13F 申报指南13F 概念全攻略
什么是 SEC Form 13F 申报？美股机构大户持股全攻略
完整解读 Form 13F 申报规范、1 亿美元门槛与 45 天延迟申报机制，学会如何追踪顶级对冲基金与机构法人持仓动向。
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CIK: 0001842361
申报总市值
US$4901.4万
US$4901.4万
34 檔
189.6%
Jones Road Capital Management, L.p. 在 Q4 2024 季度的美股仓位总计估值为 US$4901.4万，分散于 34 个持仓标的之中，反映其市场参与广度与投资规模。
Jones Road Capital Management, L.p. 在 Q4 2024 进行了结构性的板块轮动与仓位换股。在开立 9 个全新仓位及加仓 5 档持股的同时，亦同步清仓 8 档并减仓 6 档标的。
在资产配置集中度方面，Jones Road Capital Management, L.p. 的前 5 大核心持股（包含 ORCL, META, MU 等）合计占整体申报市值的 189.6%，反映机构在主要关键仓位上的权重分布。
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ORCL | Oracle CORP | 股票-科技 | 12.62% | -5.40% | -2.87% | |
| 2 | META | Meta Platforms Inc-class A | 股票-通信服务 | 9.89% | -5.01% | -7.45% | |
| 3 | MU | Micron Technology Inc | 股票-科技 | 8.17% | — | — | |
| 4 | DUK 4.125 04-15-26债券 | Duke Energy CORP | 债券 | 7.50% | — | +25.00% | |
| 5 | HPE | Hewlett Packard Enterprise | 股票-科技 | 6.95% | — | +91.43% | |
| 6 | ETN | Eaton Corporation plc | 股票-工业 | 6.45% | — | — | |
| 7 | FE 4 05-01-26债券 | Firstenergy CORP | 债券 | 5.88% | — | — | |
| 8 | BKLN | Invesco Senior Loan ETF | ETF-其他 | 5.60% | -7.38% | EXIT | |
| 9 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投资级公司债 | 4.94% | — | — | |
| 10 | ATI | Ati Inc | 股票-工业 | 4.15% | -0.62% | +19.18% | |
| 11 | ADX | Adams Diversified Equity | 股票-其他 | 3.63% | — | -1.33% | |
| 12 | GLW | Corning Inc | 股票-科技 | 3.46% | — | -50.04% | |
| 13 | S9Q | Spirit Aerosystems Hold-cl A | 股票-其他 | 3.31% | — | — | |
| 14 | PCG 4.25 12-01-27债券 | Pg&e CORP | 债券 | 2.65% | -2.35% | — | |
| 15 | XGDVX | Gabelli Dividend & Income Tr | 股票-其他 | 2.35% | — | — | |
| 16 | FCT | First Trust Snr Fl Rt Inc Ii | 股票-其他 | 2.17% | — | — | |
| 17 | BHR | Braemar Hotels & Resorts Inc | 股票-其他 | 1.70% | — | -5.34% | |
| 18 | AVB | Avalonbay Communities Inc | 股票-房地产 | 1.29% | -1.18% | — | |
| 19 | BA 6 10-15-27债券 | Boeing Co/the | 债券 | 1.13% | -5.23% | — | |
| 20 | PCG | P G & E CORP | 股票-公用事业 | 0.98% | — | — | |
| 21 | VISN | Vistance Networks Inc | 股票-科技 | 0.95% | -1.65% | EXIT | |
| 22 | BAX | Baxter International Inc | 股票-医疗保健 | 0.87% | — | — | |
| 23 | MP | Mp Materials CORP | 股票-原材料 | 0.76% | — | — | |
| 24 | BSL | Blackstone Snr Fltng Rt | 股票-其他 | 0.56% | — | -37.51% | |
| 25 | BA | Boeing Co/the | 股票-工业 | 0.52% | — | — | |
| 26 | BHR 4.5 06-01-26债券 | Braemar Hotels & Resorts | 债券 | 0.45% | — | — | |
| 27 | CYH | Community Health Systems Inc | 股票-其他 | 0.24% | -0.44% | — | |
| 28 | BGB | Blackstone Strategic Credit | 股票-其他 | 0.24% | — | — | |
| 29 | ALURW | Allurion Technologies-28 | 股票-其他 | 0.23% | — | — | |
| 30 | NPFD | Nuveen Var Rt Pref & Inc | 股票-其他 | 0.17% | — | — | |
| 31 | JFR | Nuveen Floating Rate Income | 股票-其他 | 0.09% | — | — | |
| 32 | SPR 3.25 11-01-28债券 | Spirit Aerosystems Inc | 债券 | 0.07% | — | — | |
| 33 | ROIV | Roivant Sciences Ltd. | 股票-医疗保健 | 0.06% | — | — | |
| 34 | ✓ | United Homes Group Inc | 股票-其他 | 0.01% | — | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | MU | Micron Technology Inc | +8.2% | NEW | 新建仓 |
| 2 | ETN | Eaton Corporation plc | +6.5% | NEW | 新建仓 |
| 3 | HPE | Hewlett Packard Enterprise | +4.7% | +91.43% | 加仓 |
| 4 | ORCL | Oracle CORP | +4.1% | -2.87% | 减仓 |
| 5 | DUK 4.125 04-15-26债券 | Duke Energy CORP | +3.5% | +25.00% | 加仓 |
| 6 | META | Meta Platforms Inc-class A | +3.2% | -7.45% | 减仓 |
| 7 | BKLN | Invesco Senior Loan ETF | +2.7% | +22.36% | 加仓 |
| 8 | PCG 4.25 12-01-27债券 | Pg&e CORP | +2.7% | NEW | 新建仓 |
| 9 | XGDVX | Gabelli Dividend & Income Tr | +2.4% | NEW | 新建仓 |
| 10 | FE 4 05-01-26债券 | Firstenergy CORP | +1.9% | — | 不变 |
| 11 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | +1.6% | — | 不变 |
| 12 | ATI | Ati Inc | +1.4% | +19.18% | 加仓 |
| 13 | S9Q | Spirit Aerosystems Hold-cl A | +1.3% | — | 不变 |
| 14 | BA 6 10-15-27债券 | Boeing Co/the | +1.1% | NEW | 新建仓 |
| 15 | ADX | Adams Diversified Equity | +1.1% | -1.33% | 减仓 |
| 16 | PCG | P G & E CORP | +1% | NEW | 新建仓 |
| 17 | FCT | First Trust Snr Fl Rt Inc Ii | +0.8% | — | 不变 |
| 18 | BA | Boeing Co/the | +0.5% | NEW | 新建仓 |
| 19 | BHR | Braemar Hotels & Resorts Inc | +0.5% | -5.34% | 减仓 |
| 20 | AVB | Avalonbay Communities Inc | +0.4% | — | 不变 |
| 21 | VISN | Vistance Networks Inc | +0.4% | +25.00% | 加仓 |
| 22 | ALURW | Allurion Technologies-28 | +0.2% | — | 不变 |
| 23 | MP | Mp Materials CORP | +0.2% | — | 不变 |
| 24 | BHR 4.5 06-01-26债券 | Braemar Hotels & Resorts | +0.2% | — | 不变 |
| 25 | BAX | Baxter International Inc | +0.1% | — | 不变 |
| 26 | BGB | Blackstone Strategic Credit | +0.1% | — | 不变 |
| 27 | SPR 3.25 11-01-28债券 | Spirit Aerosystems Inc | +0.1% | NEW | 新建仓 |
| 28 | ROIV | Roivant Sciences Ltd. | +0.1% | NEW | 新建仓 |
| 29 | NPFD | Nuveen Var Rt Pref & Inc | +0.1% | — | 不变 |
| 30 | JFR | Nuveen Floating Rate Income | 0% | — | 不变 |
| 31 | ✓ | United Homes Group Inc | 0% | — | 不变 |
| 32 | BSL | Blackstone Snr Fltng Rt | 0% | -37.51% | 减仓 |
| 33 | CYH | Community Health Systems Inc | -0.1% | — | 不变 |
| 34 | ACI | Albertsons Cos Inc - Class A | -0.4% | EXIT | 清仓 |
| 35 | GLW | Corning Inc | -0.8% | -50.04% | 减仓 |
| 36 | MGM | Mgm Resorts International | -0.9% | EXIT | 清仓 |
| 37 | ASHR | Xtrackers Harvest Csi 300 Ch | -1.8% | EXIT | 清仓 |
| 38 | FE | Firstenergy CORP | -2.8% | EXIT | 清仓 |
| 39 | NEE | Nextera Energy Inc | -4% | EXIT | 清仓 |
| 40 | PDD | Pdd Holdings Inc | -5.3% | EXIT | 清仓 |
| 41 | GEV | GE Vernova Inc | -8% | EXIT | 清仓 |
| 42 | MSFT | Microsoft CORP | -26.9% | EXIT | 清仓 |
根据 SEC 官方 Form 13F 申报备案，Jones Road Capital Management, L.p. 在 Q4 2024 季度的美股持仓总市值约为 US$4901.4万，共申报了 34 个公开持股仓位。
在 Q4 2024 季度，Jones Road Capital Management, L.p. 按市值排列的前三大核心持股分别为：ORCL (12.6%)、META (9.9%)、MU (8.2%)。其中最大持股仓位 ORCL 占据整体投资组合约 12.6% 的权重。
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完整解读 Form 13F 申报规范、1 亿美元门槛与 45 天延迟申报机制，学会如何追踪顶级对冲基金与机构法人持仓动向。
本季最大新建仓标的
MU
市值: US$1683.2万
本季最大获利了结 / 清仓标的
MSFT
前期市值: US$8606.0万
在 Q4 2024 季度中，Jones Road Capital Management, L.p. 共进行了 28 项持仓异动，包含新建仓 9 个仓位、加仓 5 个仓位、减仓 6 个仓位以及清仓 8 个仓位。 其中最大新建仓标的为 MU。 本季清仓仓位包含 MSFT。
本页面所有持股数据均直接同步自美国证券交易委员会（SEC）EDGAR 官方系统之 13F-HR / 13F-HR/A 季度申报文件。AlphaSMO 通过机器解析 CUSIP 与个股对照，提供 100% 精准对齐的历史时序数据集，并支持 Schema.org 结构化数据格式。
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